$4.99 Billion is the total value of SailingStone Capital Partners LLC's 17 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRQ | Sell | TURQUOISE HILL RES LTD | $733,336,000 | +6.1% | 227,038,867 | -2.4% | 14.71% | +3.0% |
| SQM | Sell | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $499,179,000 | -22.3% | 17,423,354 | -27.0% | 10.01% | -24.6% |
| LPI | Sell | LAREDO PETROLEUM INC | $418,386,000 | +3.6% | 29,588,857 | -5.5% | 8.39% | +0.6% |
| NBL | Sell | NOBLE ENERGY INC | $342,007,000 | +0.1% | 8,986,007 | -6.0% | 6.86% | -2.8% |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $327,161,000 | -33.4% | 30,236,712 | -14.8% | 6.56% | -35.3% |
| HBM | Sell | HUDBAY MINERALS INC | $143,987,000 | +36.2% | 18,748,362 | -8.0% | 2.89% | +32.2% |
| DNRCQ | Sell | DENBURY RES INC | $116,400,000 | +11.0% | 31,630,490 | -2.5% | 2.33% | +7.8% |
| AAVVF | Sell | ADVANTAGE OIL & GAS LTD | $31,860,000 | -42.5% | 4,694,680 | -40.6% | 0.64% | -44.1% |
| TGB | Sell | TASEKO MINES LTD | $19,539,000 | +78.0% | 22,692,872 | -1.4% | 0.39% | +72.7% |
| SWC | Exit | STILLWATER MNG CO | $0 | – | -643,369 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RANGE RES CORP | 37 | Q3 2023 | 40.7% |
| ANTERO RESOURCES CORP | 37 | Q3 2023 | 29.1% |
| TURQUOISE HILL RES LTD | 25 | Q3 2020 | 28.2% |
| NOBLE ENERGY INC | 25 | Q3 2020 | 12.2% |
| LAREDO PETROLEUM INC | 23 | Q1 2020 | 13.3% |
| SOCIEDAD QUIMICA Y MINERA DE | 21 | Q1 2022 | 14.0% |
| CABOT OIL & GAS CORP | 21 | Q3 2019 | 8.4% |
| HUDBAY MINERALS INC | 20 | Q4 2021 | 3.9% |
| TASEKO MINES LTD | 18 | Q4 2018 | 1.1% |
| KOSMOS ENERGY LTD | 17 | Q3 2018 | 5.6% |
View SailingStone Capital Partners LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ANTERO RESOURCES Corp | February 19, 2021 | 13,585,032 | 5.1% |
| Covia Holdings CorpSold out | February 19, 2021 | 0 | 0.0% |
| RANGE RESOURCES CORP | February 19, 2021 | 14,904,506 | 5.8% |
| TURQUOISE HILL RESOURCES LTD. | February 19, 2021 | 4,448,477 | 2.2% |
| Laredo Petroleum, Inc. | February 14, 2020 | 6,544,429 | 2.8% |
| SRC Energy Inc. | September 10, 2019 | 11,109,698 | 4.6% |
| DENBURY RESOURCES INCSold out | February 08, 2019 | 0 | 0.0% |
| Kosmos Energy Ltd. | February 08, 2019 | 4,019,790 | 1.0% |
| FAIRMOUNT SANTROL HOLDINGS INC. | April 10, 2018 | 26,519,627 | 11.8% |
| CHEMICAL & MINING CO OF CHILE INCSold out | February 06, 2018 | 0 | 0.0% |
View SailingStone Capital Partners LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-11 |
| 13F-HR/A | 2022-09-16 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
View SailingStone Capital Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.